Dry Powder: The Private Equity Podcast Dry Powder: Live From NEXUS 2025
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Mar 12, 2025 Brian Bernasek, Co-Head of Americas Corporate Private Equity at Carlyle, shares his insights from the NEXUS conference. He discusses his market outlook for 2025, emphasizing the rising cost of alpha and the critical role of AI in investment strategies. Bernasek highlights the importance of sector expertise and collaboration in private equity, especially in healthcare and technology. He also advises aspiring investors on the significance of networking and mentorship in navigating the complexities of the industry.
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Bernasek's Carlyle Journey
- Brian Bernasek joined Carlyle in 2000, drawn to their focus on returns and collaborative culture.
- He's worked there for 25 years, highlighting the firm's long-tenured employees and sector expertise.
Market Outlook 2025
- While 2025 initially held promise, uncertainty around tariffs and Doge have dampened the buyout market's momentum.
- Despite this, underlying market fundamentals remain strong, pointing towards eventual recovery.
Carlyle's Evolving Strategy
- Carlyle's deal-making has evolved from small-group reviews to leveraging global resources.
- Their focus remains on good businesses, value creation, and strong management teams.